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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL9 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $35,005 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,621 |
Filed as: KDP RETIREMENT PLAN SERVICES, INC. Service code 13 · EIN 38-3478073 | Contract Administrator | $6,201 |
Filed as: JOHN HANCOCK INSURANCE COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $518 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,994 | $92,076-29.4% | $105,607-38.5% | $77,736-16.4% |
| Participation rate | 94.8% | 81.0%+13.8pp | 75.3%+19.5pp | 70.6%+24.2pp |
| Annual return | 14.17% | 17.84%-3.7pp | 116.11%-101.9pp | 31.26%-17.1pp |
| Employer contribution / active EE | $2,615 | $3,370-22.4% | $3,167-17.4% | $2,728-4.1% |
| Participant deferral / active EE | $6,288 | $5,390+16.7% | $5,011+25.5% | $4,651+35.2% |
| Admin fee / account holder | $219 | $219+0.2% | $10,958-98.0% | $433-49.4% |